ALLGEN FINANCIAL ADVISORS, INC.

100 W. Lucerne Circle
Suite 200
Orlando, Florida 32801
Tel: 407-210-3888

About ALLGEN FINANCIAL ADVISORS, INC.

ALLGEN FINANCIAL ADVISORS, INC, formally registered with the SEC as ALLGEN FINANCIAL ADVISORS, INC. The firm was established in 07/15/2014. They have over 1 offices throughout the country.

ALLGEN FINANCIAL ADVISORS, INC. is a Orlando, Florida based Financial Planning firm with nearly $352,356,607 assets under management, offering retirement planning & investment advisory services to 2312 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126877
SEC#	801-80077
Assets Managed by Firm	$352,356,607
No. of Clients	2312
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2312	$352,356,607
Individuals (other than high net worth individuals)	895	$130,464,168
High net worth individuals	83	$197,050,911
Charitable organizations	Fewer than 5 clients	$6,044,296
Corporations or other businesses	17	$18,797,232

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